Estate planning is more than completing a will and filing documents with your attorney. It’s ensuring that the legacy you’ve created helps the people and organizations closest to you reach their greatest potential even after you’re gone. We regularly consult with our Advanced Planning Team for assistance with advanced estate wealth transfer planning. Some of our services include:
- Document review & flow charting
- Estate tax modeling
- Transaction tax analysis
- Lifetime gifting using SLATs, FLPs, FLLCs, children’s trusts, etc.
- GRATs & IDGTs
- Charitable trusts
- Liquidity analysis
- Family gifting & intra-family loans
- Family & business governance
- Trust planning
- Estate administration
